Tag Archives: Retirement Planning

CASE STUDY – Trevor & Julie – Already have property investments, now want property investment in superannuation

Trevor and Julie had built a property investment portfolio already. Trevor now had a well-paid job while Julie studied and stayed at home with their young children. Now was the time to put their super in their own control and … Continue reading

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CASE STUDY – Daniella, Troy and Michael – Helping a Property Advisor towards Property in their Super

Danielle and Troy had property investment experience, with several properties in their personal portfolio already. Daniella was also an expert senior property investment advisor and Troy had an accounting background and they wondered if they could do better with their … Continue reading

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Centrelink – Travel Voucher Changes for WA and VIC

Have a pension with Centrelink? Then note, you won’t get travel vouchers sent with your Pensioner Concession Card anymore from January 2020 in states of WA and VIC. The Human Services website explains more – As a pensioner, you can … Continue reading

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CASE STUDY – David & Kate – Help with Administration

David and Kate already had set up their Self-Managed Super Fund (SMSF). Over time though, the administration tasks and collecting documents together for the preparation of year-end accounts was not what they found easy to achieve – which is similar … Continue reading

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CASE STUDY – Carmen & Bob – Build to property investment through super

Carmen and Bob wanted to invest in property, and with a trusted advisor they explored the idea of property investment through Super. (There are 5 easy steps to planning anything – start where you are at, decide what lifestyle you … Continue reading

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Basics about Super – EOFY – End of Financial Year – Personal Checklist!!

Time is running out – as the End of Financial Year (EOFY) approaches, it’s time to use a checklist to have a review and ensure all is in order and all ACTIONs taken by 30 June deadline, as well as … Continue reading

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Pensions Centrelink – Earn more before aged pension is affected – Work bonus increase from 1 Jul 2019

The Government has announced a Work Bonus increase from 1 July 2019 – which means you can earn more before your aged pension is affected – great news! The Work Bonus is increasing. Centrelink will also apply it to self-employment … Continue reading

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